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2018 Dallas/Ft. Worth Vistage Executive Summit

Hosted in Irving

Tuesday, February 6, 2018

7:15 am - 4:00 pm

 

Driving Dynamic Decisions

Executives are in the business of making decisions. Game-changing decisions. Make-or-break decisions. Decisions no one else can make.

 

You can’t see into the future. But you can improve your ability to make more effective decisions.

What is the Vistage Executive Summit?

A powerful event designed entirely for executives. Dynamic expert speakers leave you with insights to expand your perspectives, refine your instincts and improve your judgment – all of which will help you make better decisions. Peer-to-peer interactive breakout sessions will explore how to approach current challenges to uncover opportunities.

Attend the Vistage Executive Summit to:

  • Optimize your business. Uncover new opportunities using fresh perspectives from trusted experts.
  • Enhance your leadership. Sharpen your focus on the areas of greatest opportunity.
  • Lead with innovation. Bring a higher level of creativity and problem solving skills to your organization.

 

Agenda

Irving Convention Center at Las Colinas
 

Event Speakers

Breakout sessions

Network Breakfast Breakout | Construction

Location/Time: | 7:30 - 8:30 AM

Join us for breakfast and peer-to-peer conversations exploring your current construction challenges, roadblocks and opportunities. Members will have the chance to meet other construction industry members and address issues such as:
  • How are you finding, recruiting, and retaining quality personnel?
  • What other industry trends have you noticed over the past two years?
  • What software systems are you using, and what do you recommend?
Members are encouraged to bring their own construction challenges to this interactive session. Everyone is welcome. Hosted by the Construction Network.
 

Network Breakfast Breakout | Deal

Location/Time: | 7:30 - 8:30 AM

Presenter: Bob Boulanger, B2B CFO DFW Regional Leader; Glen Katlein, B2B CFO national instructor for the Certified Business Transition Expert program; and James Bartlett B2B CFO Partner and Certified Mergers & Acquisitions Advisor and a Certified Exit Planning Advisor.

What are your concerns about selling your business? Join a discussion with M&A and transition experts from B2B CFO as we look at the three major concerns for those contemplating selling their business:
  • valuation issues
  • potential buyers
  • the business sales process
Networks breakout sessions are open to all Vistage members and guests! Hosted by the Deal Network—a My Vistage community where members, Chairs, and speakers in the access expert resources and get their most pressing questions answered by trusted peers. Start the conversation early: Join the Deal Network today.
 

Network Breakfast Breakout | Family Business

Location/Time: | 7:30 - 8:30 AM

Join us for breakfast and peer-to-peer conversations exploring your current challenges, roadblocks and opportunities around your family-owned or operated business. Members will have the chance to meet other family business members and address issues such as:

  • What is the biggest challenge facing your family business right now?
  • Where are you with succession planning and how is it going?
  • What type of family governance do you have in place?
  • How do you become more relevant to the generations in the business so you don’t have ‘third gen failure?’

Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Family Business Network.

 

Network Breakfast Breakout | Manufacturing

Location/Time: | 7:30 - 8:30 AM

Presenter: Kathleen Quinn Votaw, Vistage member, author, and CEO of TalenTrust

Manufacturing: Find, keep, and grow great people Great people = great competitive advantage in the manufacturing industry. Join Vistage manufacturing peers for networking, discussion, and exchange of best practices on the most pressing people-related topics. Led by Vistage member Kathleen Quinn Votaw, CEO of TalenTrust, leave with actionable tips for:
  • Cultivating your company culture.
  • Sourcing the most qualified candidates.
  • Strengthening your current team.
  • Maximizing an aging workforce.
Networks breakout sessions are open to all Vistage members and guests. Hosted by the Manufacturing Network—a My Vistage community where members, Chairs, and speakers in the manufacturing industry access expert resources and get their most pressing questions answered by trusted peers—and strategic partner, TalenTrust. Start the conversation early: Join the Manufacturing Network today.
 

Network Breakfast Breakout | Purpose-Driven Business

Location/Time: | 7:30 - 8:30 AM

Join us for breakfast and peer-to-peer conversations exploring your current conscious business challenges, roadblocks and opportunities. Members will have the chance to meet other regional members and address issues such as:
  • What is your organization’s purpose and why is this your focus?
  • How are you communicating your business’ purpose internally and externally?
  • Why did you start implementing conscious business practices? Why haven’t you?
Members are encouraged to bring their own questions and challenges to this interactive session. Everyone is welcome. Hosted by the Purpose-Driven Business Network.
 

Network Breakfast Breakout | Women in Leadership

Location/Time: | 7:30 - 8:30 AM

tmJoin us for breakfast and peer-to-peer conversations exploring your current challenges and opportunities facing today's women business leaders. Members will have the chance to meet other regional female members and address questions such as:
  • What are the most significant things we as women leaders need to be thinking, being and doing to guide our companies through the coming years?
  • What is the most valuable piece of advice you’ve ever received, and how did it impact you as a leader?
  • How have you overcome any gender-related roadblocks in your career?
Members are encouraged to bring their own challenges to this interactive session. Everyone is welcome. Hosted by the Women in Leadership Network.
 

Lunch Breakout | The Envelope: Bringing it all together: strategy, succession and you

Location/Time: | 12:05 - 1:20 PM

Presenter: Robert Kitzman, Senior Vice President, Business Transition Specialist and Karen Reynolds Sharkey, Managing Director, National Business Owner Strategy Executive

Your business represents years of sweat and sacrifice. Not only does the business provide the financial resources to support your family, but also, it supports your employees and their families, and it contributes to the stability and growth of your community. How would your company continue to operate if a personal health issue or untimely accident occurs and prevents you from leading the company? What actions would your management team and family need to take to successfully transition leadership of the company? In this session you will:
  • Learn actions you can take to address the issue of a possible leadership gap which also represent strong business practices to help your company always be prepared for a transition
  • Discover focus areas to consider as you develop a plan and avoid potential pitfalls.
  • Hear examples of how other business owners have dealt with these issues.
 

Lunch Breakout | Private Equity: Why are They Interested in Buying My Business?

Location/Time: | 12:05 - 1:20 PM

Presenter: Gene Bazemore, Managing Director, Founders Advisors and panel

Private equity can have an intimidating aura. In this lunch breakout session we’ll provide an overview of the private equity industry and how they think about investing in a business. The panel discussion will also cover why private equity might be interested in buying your business as well as the process, benefits, and challenges of working with these groups. Perhaps you’re considering an exit from your business, you’ve received unsolicited interest, or maybe you just want to learn what a transaction with a financial partner might look like. This session should be helpful to anyone considering a transaction in the near future or later down the road.
 

Lunch Breakout | Engage and Retain Your Most Valuable Employees

Location/Time: | 12:05 - 1:20 PM

Presenter: Santiago Jaramillo, Founder & CEO, Emplify, Vistage Member

Retaining and engaging top talent is more important than ever given the shortage in skilled workers. Given the average cost of turnover for an employee is upwards of 150% of their annual salary, a loss can cripple a company’s productivity and growth. However, how can leaders be sure if their actions to improve culture are truly moving the needle when people issues are many times identified in the exit interview? Join leading employee engagement expert and best-selling author of Agile Engagement, Santiago Jaramillo, to understand the three most common engagement challenges facing employers in 2018 and how to overcome them.
 

Lunch Breakout | Four Tech Trends Driving Small Business Growth

Location/Time: | 12:05 - 1:20 PM

Presenter: David Austin, Senior Director of Small Business Marketing, Salesforce

Today’s always-on customers are more connected and informed, and they have higher expectations than ever. Small businesses, with time and resource constraints, can be challenged to meet them. Fortunately, new technologies can help. Join us and learn about:

  • Four key tech trends around connected data, automation, and artificial intelligence
  • How larger businesses and fast-growing start ups are already taking advantage of them
  • How every small business can leverage them to drive growth

Dave Austin is an eight year Salesforce veteran, who’s worked at several start ups, and helped many small and medium-sized businesses get on the fast path to growth.

 

Lunch Breakout | Transcendent Hiring

Location/Time: | 12:05 - 1:20 PM

Presenter: Mark Franklin, Manager, Human Capital Advisors, Staff One

As a leader, the single most important job you have is getting the right people into the right roles. Yet according to research, 46% of all new hires fail in the first 18 months.

In this session, we unpack some of the reasons why we’re so bad at hiring. But more importantly, we’ll give you new ways to think about hiring and actionable ways to drastically improve your game when it comes to finding, assessing and closing the candidates that will allow your business to thrive.

Sponsors

National

Platinum

Gold

Silver

Location

Irving Convention Center at Las Colinas
500 W Las Colinas Blvd
Irving, TX
 
Executives are in the business of making decisions.

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